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Senior Wealth Manager
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Judson Group Minneapolis, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance wit ...
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Senior Wealth Manager
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Judson Group Minneapolis, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance wit ...
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Senior Business Analyst, Wealth Management
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Senior Business Analyst, Wealth Management
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Procom Minneapolis, United StatesIntro: · On behalf of our client, Procom Services is currently seeking highly skilled and experienced Senior Business Analysts for their Wealth Management Technology Solutions department. The ideal candidate will have a strong background in Wealth Management and Banking/Financial ...
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Senior Business Analyst, Wealth Management
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Ameriprise Minneapolis, United StatesThis position provides an opportunity to work within the office of the Executive Vice President, Wealth Management Solutions (WMS), reporting to the VP, Head of WMS Operating Office. Typical responsibilities include business planning, goal setting, financial management, document ...
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Ameriprise Financial Minneapolis, United StatesThis position provides an opportunity to work within the office of the Executive Vice President, Wealth Management Solutions (WMS), reporting to the VP, Head of WMS Operating Office. Typical responsibilities include business planning, goal setting, financial management, document ...
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MBK Search Minneapolis, United States11th April, 2024 · Job Description · What is the opportunity? · As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for our client's US Wealth Managem ...
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Ameriprise Minneapolis, United States· This position provides an opportunity to work within the office of the Executive Vice President, Wealth Management Solutions (WMS), reporting to the VP, Head of WMS Operating Office. Typical responsibilities include business planning, goal setting, financial management, docume ...
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Threadneedle group Minneapolis, United StatesThis position provides an opportunity to work within the office of the Executive Vice President, Wealth Management Solutions (WMS), reporting to the VP, Head of WMS Operating Office. Typical responsibilities include business planning, goal setting, financial management, document ...
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Wealth Management Portfolio Analyst
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Senior Wealth Manager
4 weeks ago
Boulay Group Eden Prairie, United StatesWe are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking forThe Senior Wea ...
Senior Wealth Manager - Minneapolis, United States - The Judson Group
Description
Senior Wealth Manager | Minneapolis, MinnesotaReference Number:
HRJ7603Location: Minneapolis, MinnesotaJudson Group has been retained by a $19B+ RIA with a national presence in their search for a
Senior Wealth Manager . This individual will be managing and servicing client relationships.
They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding complex client issues.
The ideal candidate has 5+ years of client-facing wealth management experience with a strong background in client servicing and a high attention to detail.
This person will need to be a team player who has the desire/ability to work successfully with others and should have strong client facing skills.
Responsibilities:
Serve as a primary point of contact for client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
Create client presentations and lead client meetings.
Handle client-related requests and account service inquiries.
Organize and analyze financial data received from new and existing clients.
Monitor client portfolios and communicate updates and recommendations.
Execute and reconcile trades.
Requirements:
Bachelor's Degree required.
CFP or CFA highly preferred.
Series 65 or 66 is required or must be obtained within the timeframe determined by manager.5+ years' experience in an RIA or similar firm required.
Ability to take initiative and prioritize tasks.Ability to work independently and collaborate/communicate well in a team environment.
Compensation:
Highly competitive compensation package with base salary, bonus, and benefits.
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